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23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
Branch Locations
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freeman Buick Gmc | Grapevine | TX | 05/2013 | 12/2019 |
| Momentum Independent Network Inc. | San Angelo | TX | 03/2020 | 05/2022 |
| Unemployed | Dallas | TX | 01/2020 | 02/2020 |
| Thieman Investment & Retirement Services, Llc | San Angelo | TX | 08/2020 | 04/2023 |
| M. S. Howells & Co | Scottsdale | AZ | 05/2022 | Present |
| Msh Capital Advisors D/B/A Thieman Investments | San Angelo | TX | 04/2023 | Present |
1. MSH Capital Advisors DBA Thieman Investments, Investment related: Yes, 23350 N. Pima Rd Scottsdale AZ 85255; Nature: Investment Advisor Representative, Position/Title: Financial Advisor, Start date: 4.10.23, 80 hrs per month, 80hrs during trading hours, Description: Fee-based financial advisory 2.JUNE 2022; LEADERSHIP SAN ANGELO ALUMNI ASSOCIATION; NON-INVESTMENT RELATED; BOARD MEMBER; ATTEND MONTHLY MEETINGS, PARTICIPATE IN COMMITTEESPERTAINING TO ORGANIZATION; DEVOTE 1 HR/MONTH DURING NON-MARKET HOURS. 3.JULY 2022; CONCHO VALLEY WORKFORCE DEVELOPMENT BOARD, SAN ANGELO, TX; NONINVESTMENT RELATED; BOARD MEMBER; DEVOTE 1/2 HR/MONTH DURING NON MARKET HOURS 4. AUG 2022; MEALS FOR THE ELDERLY BOARD, SAN ANGELO, TX; NON-INVESTMENT RELATED; SERVE ON THE OVERSIGHT BOARD FOR THE ORGANIZATION; BOARD MEMBER; DEVOTE .5 HRS/MONTH DURING MARKET HOURS. 5. March 2023; United Way of Concho Valley; 955 Turner St, San Angelo, TX 76903; non-investment related; Board Member; Program oversite; Board Member; 1 hr per month, 0 during securities trading hours 6. Scouting America- Texas Southwest Council; Investment-related- No; San Angelo, TX; Nature- Board Member at the Council Level for Scouting America; Position/Title- Executive Board member- VP of Programming; Start date- 5.13.25; Approximately 2 hours per month, 0 during trading hours; Description- Run committee for Scouting events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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